Financial Planning Administrator job in Harborne - small, friendly team

The Specialists in Financial Services Recruitment

Job Details

Financial Planning Administrator Administrator
Reference ID: 515
  • Salary/OTESalary of £22,000 - £30,000 depending on experience
  • Vacancy LocationHarborne
  • RemunerationEmployed
  • RegionMidlands
Job description

This Financial Planning Administrator job in Harborne is within a boutique financial advisory business

As a Financial Planning Administrator you will be focused on ensuring the Practice Principal is fully supported to be able to provide financial advice to clients. You will undertake efficient and effective management of day-to-day tasks across the end-to-end client experience. Plus, you will liaise with clients to ensure promises are fulfilled.

Administrators will appetite for personal development would be desirable. They would provide financial support for your financial services exams and help develop your knowledge. This could lead to potentially becoming a Financial Advisor.

Financial Planning Administrator Requirements

  • You should have 2+ years’ experience as an Administrator or Paraplanner supporting Financial Advisors
  • Individuals holding industry qualifications would be beneficial, but not essential
  • Experience with platforms would be beneficial

The Company

A boutique financial advisory business offering bespoke services to high and ultra high net-worth clients and is looking to recruit an Administrator to join their team. The firm have a solid track record of providing financial planning service to their loyal clients of many years. 

Financial Planning Administrator Benefits

  • Salary of £22,000 - £30,000 depending on experience
  • Office based role
  • Normal working hours, 9am – 5pm, Monday to Friday (some flexibility)


Harborne, West Midlands

Call us now on 0208 0044 154 or click Apply

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